AGDAX vs. SCHD
Compare and contrast key facts about AB High Income Fund (AGDAX) and Schwab US Dividend Equity ETF (SCHD).
AGDAX is managed by AllianceBernstein. It was launched on Feb 25, 1994. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AGDAX or SCHD.
Correlation
The correlation between AGDAX and SCHD is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
AGDAX vs. SCHD - Performance Comparison
Key characteristics
AGDAX:
2.93
SCHD:
1.02
AGDAX:
4.77
SCHD:
1.51
AGDAX:
1.72
SCHD:
1.18
AGDAX:
6.28
SCHD:
1.55
AGDAX:
20.10
SCHD:
5.23
AGDAX:
0.50%
SCHD:
2.21%
AGDAX:
3.42%
SCHD:
11.28%
AGDAX:
-52.86%
SCHD:
-33.37%
AGDAX:
-0.71%
SCHD:
-7.44%
Returns By Period
In the year-to-date period, AGDAX achieves a 8.53% return, which is significantly lower than SCHD's 10.68% return. Over the past 10 years, AGDAX has underperformed SCHD with an annualized return of 4.34%, while SCHD has yielded a comparatively higher 10.89% annualized return.
AGDAX
8.53%
0.71%
5.86%
9.85%
3.58%
4.34%
SCHD
10.68%
-5.06%
7.69%
10.91%
10.81%
10.89%
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AGDAX vs. SCHD - Expense Ratio Comparison
AGDAX has a 0.84% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
AGDAX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AB High Income Fund (AGDAX) and Schwab US Dividend Equity ETF (SCHD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
AGDAX vs. SCHD - Dividend Comparison
AGDAX's dividend yield for the trailing twelve months is around 7.15%, more than SCHD's 3.67% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AGDAX AB High Income Fund | 7.15% | 7.15% | 7.52% | 6.01% | 5.92% | 6.27% | 6.94% | 5.85% | 6.25% | 7.43% | 7.37% | 7.27% |
SCHD Schwab US Dividend Equity ETF | 3.67% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% | 2.47% |
Drawdowns
AGDAX vs. SCHD - Drawdown Comparison
The maximum AGDAX drawdown since its inception was -52.86%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for AGDAX and SCHD. For additional features, visit the drawdowns tool.
Volatility
AGDAX vs. SCHD - Volatility Comparison
The current volatility for AB High Income Fund (AGDAX) is 0.89%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 3.57%. This indicates that AGDAX experiences smaller price fluctuations and is considered to be less risky than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.